Analyst, Portfolio Resume Sample
Loma Carter
1311 Johnson Drive,
Dallas,
TX
+1 (555) 473 5464
Work Experience
Credit Analyst / Portfolio Manager
04/2018
-
PRESENT
San Francisco, CA
- Line of Business Management
- Consumer Lending Operations
- Responsible for the management of a segment of an Industry vertical or investment and non-investment grade general corporate loan portfolios
- Prepare detailed credit analyses and required credit application according to policy including evaluation of loan purpose and structure, repayment sources, corporate, regulatory and industry risk, liquidity, asset protection, historical and projected operating performance and capital structure
- Extensive modeling skill required for both credit application process and Quarterly Credit Watch presentations
- Responsible for knowledge of standard bank products including loans, letters of credit, derivatives, foreign exchange, securitization and leasing
- For assigned accounts, responsible for oversight of covenant compliance, facility closing due diligence, legal documentation and ongoing monitoring of credit conditions, if any
Analyst, Portfolio Management
08/2013
-
12/2017
San Francisco, CA
- Prepare hedging recommendations
- Collaborate with Enterprise Analytics, Property Operators and Senior Leadership, as well as Information Management and Information Technology organizations, on an enterprise wide basis to execute on the ongoing strategy to assess Business Intelligence tools
- Generate, analyze and distribute key business reports, dashboards, and visualizations; review weekly, monthly and quarterly results, generate appropriate reports, and provide senior management with key findings and recommendations
- Assess, analyze, and document end user training and communication needs, including the creation of strategies and plans
- Actively engage with business partners to fully understand the analytics needs, devise approaches and implement solutions via appropriate models
- Understand the complexities and intricacies of multiple departments & channels to ensure that the proposed analytical approach would work satisfactorily across the entire portfolio
- Analyze and understand financial metrics (revenue, EBITDA, ROI, etc.) and various line of business metrics and key performance indicators
Analyst Portfolio Management
10/2009
-
02/2013
Boston, MA
- Establish effective working relationships throughout the organization across business units
- Coordinate and communicate schedules with end users and stakeholders
- Evaluate and test Business Intelligence tools and works with leaders to plan and execute the roll out of Business Intelligence tools to Enterprise Analytics as well as key stakeholders
- Deliver the Business Intelligence dashboard strategy, including strategic, tactical, and operational dashboards, subject area analysis, and support of performance management methodologies
- Identify and lead execution of process improvement opportunities
- Review findings and make recommendations with senior team members
- Collaborate with the Vice President Business Intelligence and the business in the development of functional design and requirements (define, design and prioritize) to enable Business Intelligence capability
- Experience with Business Intelligence, Analytics/or Information Management discipline
- Experience with and understanding of key business intelligence roles and processes including database administration, architecture, and engineering including data modeling, database design, relationship models, and ETL
Education
University of Texas at San Antonio
2004 - 2009
Bachelor's Degree in Engineering
Professional Skills
- Strong interpersonal skills with solid verbal and written communication skills
- Excellent communication skills, understanding how to tailor communication style to the situation at hand
- Strong business and financial acumen (including advanced quantitative and analytical skillset)
- Possess strong technical aptitude and/or practical experience working with software development and QA
- Computer skills - Excel, Word, Outlook and Moody's
- Demonstrated ability to multi-task, meet deadlines and to work effectively independently with minimal supervision and as part of a team
- Programming experience with Python, or other high level language (C, C++, Java, etc)
How to write Analyst, Portfolio Resume
Analyst, Portfolio role is responsible for modeling, programming, credit, excel, training, retail, finance, securities, database, trading.
To write great resume for analyst, portfolio job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Analyst, Portfolio Resume
The section contact information is important in your analyst, portfolio resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Analyst, Portfolio Resume
The section work experience is an essential part of your analyst, portfolio resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous analyst, portfolio responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular analyst, portfolio position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Analyst, Portfolio resume experience can include:
- The ability to work to tight deadlines, to be adaptable and prioristise effectively is a necessary skill
- Work in ambiguous conditions and effectively manage change
- Being determined to Lead principles to ensure that efficiency and effectiveness are maximised
- Experience working with systems, databases, programming languages (e.g. Python, Matlab, SQL), numerical algorithms and optimization is considered an asset
- Demonstrated ability to collaborate and work in teams, while also being self-motivated and able to work independently
- Solid understanding of the securities/fund industry as well as investment concepts and strategies
Education on an Analyst, Portfolio Resume
Make sure to make education a priority on your analyst, portfolio resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analyst, portfolio experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Analyst, Portfolio Resume
When listing skills on your analyst, portfolio resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical analyst, portfolio skills:
- Proven experience in the derivatives market with some direct experience in credit derivatives structuring / trading / valuations
- Solid communication and presentation skills, both written and verbal
- Strong communication and presentation skills with ability to articulate and communicate technical data to non-technical individuals
- Fluent Korean language skills
- Strong attention to detail and ability to prioritize multiple projects with specific deadlines
- Calibrating and validating the model for exotic credit derivative instruments to observable data
List of Typical Experience For an Analyst, Portfolio Resume
1
Experience For Analyst, Portfolio Management Resume
- The ability to work to tight deadlines, to be adaptable and priristise effectively is a necessary skill
- Tracking and reporting on the performance of our entire portfolio, and on any new initiatives being delivered (both in time and cumulatively)
- Assist with portfolio reporting including returns, market value calculations, and characteristics
- Assist with portfolio reporting, including returns, market value calculations, and attributions
- Conducts real estate investment sensitivity analysis by reviewing cash flow, forecasting, and valuation reports for different portfolios
2
Experience For Analyst, Portfolio Investments Resume
- Assist in manager searches, including quantitative screening and qualitative review
- The business acquired a new leasing portfolio in November
- The team is an active participant in the risk integration, especially around reserving
- Maintains checklists for tracking periodic investment managers’ reviews by third party and independent investment manager searches
- Update and manage cash forecasts for multiple portfolios including Australian and international equity and fixed income funds
3
Experience For Credit Analyst / Portfolio Manager Resume
- Conduct fund and portfolio analysis, including attribution and factor exposures
- Ensure risks are mitigated through active management of exposures and decision making
- Accountable for accuracy of inputs and process that drive P&L reporting
- Energetic, results-oriented individual who enjoys working in a fast-paced, collaborative team environment
- Monitor and reconcile system outputs to ensure quality delivery
- Assist the IT team with production release preparations
- Work with the PE team to help design proof-of-concept implementations
- Analyze business processes to help streamline daily activities and improve efficiency
4
Experience For Analyst Portfolio Management Resume
- There are a number of new requirements as part of the "Get to Strong" activities to get the bank up to the new regulatory standards. The team owns a number of projects related to this company/industry wide initiative
- Assist in the development of severe but plausible economic/market scenarios that could impact RBC’s financial condition, including liaising with Local Market Risk and other subject matter experts
- Key position for linking the current market environment to trading risks faced by RBC
- Ensures that market risks under stress are aggregated appropriately and accurately across asset classes and business lines
- Learning about the company’s complex, systematic investment process, markets invested in, financial instruments used and the reporting processes that support Oaktree’s portfolio management teams, clients, related consultants and prospects
- Communicate with Portfolio Managers, Traders and Analysts in the Sydney office and the firm’s offices around the world
- Set internal credit ratings and conduct detailed company and industry analysis on borrower credit worthiness
- Analyze, monitor, and report on the portfolio’s credit exposures
5
Experience For Analyst, Portfolio Onboarding Resume
- Present analyses to senior managers, other colleagues and external parties
- Escalate exposures that exceed the bank’s risk appetite to senior managers and other stakeholders
- Coordinate with Portfolio Managers and Analysts in Dimensional’s global offices on topics such as corporate actions, cash balances, and portfolio holdings
- Communicate with Portfolio Managers, Traders and Analysts in the Singapore office and the firm’s offices around the world
- Contributing towards the creation of a diverse but cohesive culture within Portfolio Management teams, including using experience and knowledge to assist others and operating within framework of KPIs
- Ensuring the delivery of seamless and continuously improving credit stewardship, delivery and fulfillment for existing and new business, including credit stressed, by processing of all requests as per defined TAT and accuracy levels and other applicable KPIs
- Testing the financial covenants of the customers by closely monitoring customer’s compliance, ensuring financial covenant information is appropriately documented in the facility agreement, monitoring and obtaining compliance certificates
- At least one year of financial services industry experience or at least two years of related technical experience
- Proficiency in the use of MS Office and programming languages (e.g. VBA, C++, Matlab) is essential, as is a proven track record in data analysis
6
Experience For Senior Analyst, Portfolio Analytics Resume
- Investment Reporting and Management
- Currently have Series 7, 63, and 24 licenses, or posess ability to pass each licenses within six months of starting
- The role also calls for a high standard of numeracy, preferably in the field of statistics and/or financial mathematics
- Finely honed problem-solving skills and a structured approach together with attention to detail and the ability to work independently as well as in a team are key prerequisites
- Determine money manager and derivatives contract requirements for each event utilizing team members’ expertise
7
Experience For Product Analyst, Portfolio Valuations Resume
- Work with Russell Investments’ portfolio managers and external money managers to draft appropriate content for investment guidelines
- Coordinate with Portfolio Managers and Analysts in Dimensional’s global offices across Equity and Fixed Income on topics such as corporate actions, cash balances, and portfolio holdings
- Monitor Securities for significant changes
- Perform analysis and coordinate global responses for events such as capital raisings, mergers, acquisitions, spin-offs, dividend reinvestment plans etc. for Dimensional’s global holdings
- Work and deal with custodian and investment banks, brokers, portfolio and fund accounting teams, investor relations teams, and other agents
- Perform company and portfolio analysis and classification within the framework of Dimensional’s unique investment approach
8
Experience For Senior Analyst, Portfolio Margin Resume
- Daily communication with Portfolio Managers, Traders and Analysts in the Asia-Pacific Region as well as the firm’s offices around the world
- Undertake projects such as: portfolio characteristics analysis, index rebalance analysis, creating and developing portfolio management tools, class action lawsuit analysis, and ad hoc data requests
- High proficiency in Microsoft Office (Excel, Word & PowerPoint) essential
- Works with Asset Management and Finance & Accounting teams to ensure accuracy and integrity of quantitative and qualitative data used for creating real estate valuations, performance reporting, budgets and projections
- Analyzes financial, operating, and valuation information to evaluate the results of the Company’s real estate investments, funds, joint ventures, and separate accounts
- Manages and maintains databases, spreadsheets, and other information systems (SQL, Excel, CRM, web-based) to ensure the Company can provide real-time Portfolio Management information to various users
- Reviews quarterly internal valuations and assumptions and third-party external valuations in conjunction with Asset Management team and external service providers
- Strong command of both Japanese and English is required
- Demonstrated track record of achievement and commercial aptitude
9
Experience For Senior Analyst, Portfolio Analysis Resume
- Capacity to manage and prioritize multiple initiatives and/or opportunities at once
- Assists with the compilation of Annual Business Plans for Company investors by reviewing and analyzing underlying asset plans
- Conducts real estate investment sensitivity analysis by reviewing cash flow, forecasting, and valuation reports
- Prepares comprehensive computer models which detail current positions and forecast the performance of individual real estate assets and portfolios
- Monitors and tracks portfolio, diversification, leverage, commitments and cash flows and measures asset and fund performance return levels
- Prepares real estate property and portfolio reports and presentations to various audiences
10
Experience For Analyst, Portfolio Engineering Resume
- Provides analysis, commentaries, and recommendations to the Head of Asset Management
- Negotiate with internal and external legal counsel on the documentation for all money managers, separate accounts, sleeves or other products in the funds or owned by the Investment Division
- Coordinate a local investment committee in Japan
- Maintain policy and procedures for Japan Investment Division
- Manages and maintains databases, spreadsheets, and other information systems to ensure the Company can provide real-time Portfolio Management information to various users
- Prepares comprehensive valuation models which detail current positions and forecast the performance of portfolios
- Facilitate implementation discussions with technology teams to ensure accuracy and soundness of execution
List of Typical Skills For an Analyst, Portfolio Resume
1
Skills For Analyst, Portfolio Management Resume
- Solid VBA for Excel and database/SQL skills well regarded
- Learn new concepts, and adapt to changing priorities and new challenges
- Experienced in conducting independent research
- Consumer credit, risk management or financial services industry experience
- Detail oriented personality with strong sense of ownership for his/her work product
- Strong philosophical alignment with Dimensional’s investment strategy
2
Skills For Analyst, Portfolio Investments Resume
- Background or strong interest in finance and financial theory
- Five or more years of experience in portfolio management, financial or project control and/or strategy
- Experienced in credit analysis of the Korea corporate space and in-depth research on the credit market (vital for this role!)
- Ensuring all data to support hedging and pricing decisions is available, complete and accurate
- Understanding of the interest rate derivatives market including participants, conventions, operations and commercials
- Monitoring and analyzing overall portfolio trends such as debit activities, balance growth, profitability, and payment rate
- Working on the valuation, quantitative, analytical and technology development work for the credit derivatives product
3
Skills For Credit Analyst / Portfolio Manager Resume
- Ensuring accuracy and consistency of market data and models used for valuation of all asset types within credit derivatives
- Dentifying potential opportunities for improvement in demand, stakeholder management, governance, as well as continually enhancing our existing products
- Ensuring all products are structured accurately for risk management purposes
- Fluent in Korean and English (writing, reading and speaking)
- Assist the team by analyzing specifications, understanding design goals, and helping communicate requirements to the implementation team
- Aptitude for learning basic computer programming languages and software is helpful
- Assist in the day-to-day activities of managing portfolios and the monitoring of Quantitative Equity’s investment models and processes
4
Skills For Analyst Portfolio Management Resume
- Derivative contracting & onboarding
- Assist in supporting the daily activities of the Portfolio Management team, and troubleshooting the system
- Excels at problem solving, attention to detail and ability to think critically and creatively
- Write SQL queries and create databases in order to manage the data required for performance reporting and draw preparations
- Proficient with statistical analysis and data mining tools such as SQL, SAS, etc
- Undertake credit assessments of corporates (using qualitative and quantitative methods)
- Contribute to active strategy setting in Korea Fixed Income portfolios with specific focus on the credit risk management
- Able to master portfolio onboarding within specific area specialty
5
Skills For Analyst, Portfolio Onboarding Resume
- Contributes to ensuring regulatory capital adequacy
- Knowledge of modern portfolio theory, economics and quantitative techniques, as applied to portfolio management and construction is not required but considered an asset
- Relevant work experience in buy-side or sell-side quantitative portfolio management or analysis
- Conduct research and analysis on implemented factors and portfolio performance
- Knowledge of modern portfolio theory, economics and quantitative techniques, as applied to fixed income portfolio management and construction
- CFA designation is an asset
6
Skills For Senior Analyst, Portfolio Analytics Resume
- Working with finance, compile monthly and quarterly project stewardship analysis and presentation materials for communication to oil sands leadership and senior leaders throughout the organization
- Prepare weekly authorization for expenditure summary reports for senior leaders
- Prepare biweekly materials for portfolio check prereads, ensuring accuracy and completeness of information, develop and communicate administrative revisions, document actions and decisions and support the finalization of information in advance of the authorization for expenditure (AFE) launch
- Participate in the preparation of budget and business plan, including analysis, presentation material development, communication and support
- Work closely with the business areas to develop a deep understanding of risks and opportunities in the portfolio, both current year and 10 year business plan
- Participate in the testing of the enterprise portfolio management tool, training and support roll-out. Support the existing data clean-up and migration to the new tool
- Complete additional analysis and other projects as required
- Professional Services Contractors are not eligible to apply
7
Skills For Product Analyst, Portfolio Valuations Resume
- Providing on-going communication to clients on any issues relating to exotic interest rate and inflation derivative valuations including the co-ordination of complex client trials and addressing nonstandard queries and price challenges
- Build accurate and well-structured MS Excel-based financial models for external audiences quickly and under deadlines
- Interact with investors to answer fund performance related questions
- Work collaboratively with the capital markets and fund accounting teams as needed to generate performance reports, review distribution calculations, and amend fund agreements
- Assist in the tracking of compliance items as detailed in the fund transaction documents
- Consistently identify opportunities for process improvements and automation
8
Skills For Senior Analyst, Portfolio Margin Resume
- Manage information
- Organize, analyze, and summarize large volumes of data in order to draw business conclusions
- Excellent written and oral communication with the ability to effectively present analytical information in a clear and presentable format and respond to questions
- Familiarity with commercial property valuation methodologies, income and expense statements, including trends and budgets
- Familiarity with data base concepts and applications to real estate portfolios
- Familiarity with real estate investment concepts including return on investment, return on equity, debt coverage ratio, direct capitalization, discounted cash flow analysis, and mortgage constant
- Familiarity with database concepts and applications to real estate portfolios
9
Skills For Senior Analyst, Portfolio Analysis Resume
- Knowledge of SQL, Access, and Excel is helpful
- Access complex data sources, manipulate data and execute code/queries to provide high quality analysis – R, Python, Matlab
- Make fundamental and relative value trade recommendations to portfolio managers
- Prepare thematic research pieces
- Contribute more broadly to the global credit research effort (where possible)
- Be responsible for trade instructions, portfolio construction, risk management and mandate compliance
- Over 10 years of experience gained mainly in an asset management, or other financial services institution involved in the fixed income strategy, portfolio management and credit investment
- Certified investment manager (by KOFIA)
- Fluency in and ability to create and maintain Excel models and reports is essential
10
Skills For Analyst, Portfolio Engineering Resume
- Communicating with clients in order to confirm trade details, co-ordinate client trials, address queries and price challenges, ensure accuracy of results in addition to providing general support on derivative valuations
- Experience with Excel VBA and programming in any language
- Experience in capital markets, investment research and/or portfolio management
- Experience with outside databases such as Factset, Barra, Axiom, Morningstar and Bloomberg
- Enhancing existing models or specifying / building / testing models to support new asset classes within the product
List of Typical Responsibilities For an Analyst, Portfolio Resume
1
Responsibilities For Analyst, Portfolio Management Resume
- Full cycle accountability for designing, gathering data, executing statistical and analysis and modeling projects, as well as interpreting results, formulating recommendations and presenting to business partners
- Experience in financial services or related industry
- Update and maintain Portfolio’s Pipeline Summary file and FTF reports
- Provide quantitative and qualitative support to several functional areas including Portfolio Management, Research and Marketing to enable accurate communication of various strategies to existing and potential clients
- Develop and implement strategy and risk analytics across the current investment strategies improving the oversight of strategies and minimization of any unintended bets
- Stress test funds under various economic and political environments
2
Responsibilities For Analyst, Portfolio Investments Resume
- Test Premier Portfolios (home office advisory portfolios of mutual funds), including strategic asset allocation, tactical tilts, manager selection and performance
- Document and present research findings and recommendations
- Respond to requests for special analysis of funds and portfolios
- Regularly communicate to portfolio management on findings
- Monitor and communicate to management key risk exposures tied to the US Energy Portfolio
3
Responsibilities For Credit Analyst / Portfolio Manager Resume
- Conduct market analysis biannually to ensure SREC positions support our solar installation customers as well as mitigate possible portfolio risk exposure
- Contribute to the development and enhancement of renewal and retention strategies
- Define strategy and get leadership and organizational buy in
- Possess relentless customer and competitive environment focus
- Sorting out resources, budgets, schedules, and any other necessary requirements for ongoing delivery projects – and making sure the right people in the organisation are across these as well
- Encouraging the best possible practice for Demand & Supply – from the way different teams work together, to the performance of difference tools and services we use
4
Responsibilities For Analyst Portfolio Management Resume
- Understanding of the commercial, technical and quantitative factors impacting the trading and pricing of derivative products
- Explore the cause of ongoing problems and propose lasting solutions
- Masters or equivalent in a mathematical or a quantitative discipline
- Individual contributor and strong team-player in a fast-paced environment with the ability to prioritize and complete multiple assignments under short deadlines
- Willingness and flexibility to work non-standard schedules and holidays associated with providing trading support across global markets
- Prompt resolution of issues when they are identified
- Quickly and readily adapt to change and embrace new opportunities
5
Responsibilities For Analyst, Portfolio Onboarding Resume
- Improve current processes and procedures
- Intellectual curiosity to perform a “deep-dive” into new subject material
- Team player, needs to work well in team and across teams
- Work independently and move project along
- Work collaboratively with diverse stakeholders, manage conflict and have strong decision making processes to optimize outcomes is critical and is key to success in this role
6
Responsibilities For Senior Analyst, Portfolio Analytics Resume
- Experience in hospitality, food & beverage, gaming operations
- MBA, MA or MS or equivalent with emphasis in finance, economics or a quantitative discipline
- CFA, CA or other related professional qualifications
- Manage a combination of tax equity finds, aggregation debt facilities, asset backed securities for both the automotive and energy group. Involves analyzing the performance of each fund using detailed financial models, monitoring trends in customer payments to forecast key performance indicators, and preparing performance presentations for investors on a regularly basis
Related to Analyst, Portfolio Resume Samples
Analyst, Analytics Resume Sample
Work Experience
• Manipulate multiple sources of data to analyze the state our clients’ businesses across multiple dimensions (sales, brand equity, search interest, website visits, social media, advertising activity)
• Apply independent critical thinking to analyze vast data sets to uncover media insights, what’s wo...
Professional Skills
• Assist the team by conducting analysis req...
• Strong communication skills/Demonstrated p...
• Strong interpersonal, written, and verbal ...
Analyst, Functional Resume Sample
Work Experience
• Gathers, analyzes, and documents solution requirements. Facilitates user story creation and backlog grooming in an agile delivery environment
• Proactively identifies and effectively assesses improvement opportunities
• Performs functional allocations to identify support equi...
Professional Skills
• Superior organizational and prioritization...
• Pro-activity and strong communication skil...
• Strong project management, execution, impl...
Analyst, QC Resume Sample
Work Experience
• Testing execution
• QC operations support which entails data review, data trending, OE initiatives, maintenance of equipment and reagents, lab housekeeping, support for other QC groups (if necessary)
• Compliance and quality systems (SOP revisions, input to quality systems re...
Professional Skills
• Experience and ability to perform cell bas...
• Prior experience with raw material testing...
• BS/BA in Cell Biology, Microbiology, Bioch...
Analyst, Capital Resume Sample
Work Experience
• Consolidating and executing aggregation process for CCAR
• Following up with stakeholders to ensure timely delivery of inputs for CCAR process
• Supporting external reporting (FR Y14A/Q/M)
• BU/portfolio level, board, and FR reporting
• ...
Professional Skills
• Adaptability - Exhibits the capacity to su...
• At least one (1) to three (3) years of pri...
• Analytical and proactive problem-solving s...
Analyst, AML Resume Sample
Work Experience
• Uses analysis and internal peer reviews to identify significant trends requiring further investigation, root causes; predicts potential impact; improves the quality and consistency of SARs reported to the U.S. Government; and provides reporting to various levels of senior management, monitoring teams and other Compliance...
Professional Skills
• Have excellent interpersonal skills and ab...
• Supervise others’ work (in particular, rev...
• Strong communication skills: oral and written
Analytics Manager / Senior Analytics Manager Resume Sample
Work Experience
• Lead a global team of analysts to integrate market data, spend analytics and quantitative modeling into a cohesive package, which meets the analytical needs of procurement by providing insights that empowers better business decision making
• Collaborate with the Shared Service Centers to get the an...
Professional Skills
• Excellent communication skills and executi...
• Strong Skills- Microsoft Excel, Access, Po...
• Demonstrated experience managing a high pe...